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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,566 | $107,363-85.5% | $92,909-83.2% | $152,897-89.8% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.5%-62.5pp |
| Annual return | 26.95% | 145.63%-118.7pp | 109.44%-82.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,055 | $4,848-57.6% | $4,238-51.5% | $5,851-64.9% |
| Admin fee / account holder | $63 | $7,082-99.1% | $5,795-98.9% | $11,599-99.5% |